GHP Investment Advisors, Inc.
Top Portfolio Positions
1,153 positions ·
$1,658,871,400 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
162,298 | $41,189,608 | 2.48% |
| MSFT |
Microsoft Corp
Technology
|
73,234 | $27,109,029 | 1.63% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
90,901 | $26,739,437 | 1.61% |
| ESE |
Esco Technologies Inc
Technology
|
93,771 | $26,384,346 | 1.59% |
| RTX |
RTX Corp
Industrials
|
126,577 | $24,416,703 | 1.47% |
| EME |
EMCOR Group, Inc.
Industrials
|
31,888 | $23,543,228 | 1.42% |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
144,021 | $23,000,153 | 1.39% |
| TDY |
Teledyne Technologies Inc
Technology
|
36,032 | $21,799,719 | 1.31% |
| ROK |
Rockwell Automation, Inc
Industrials
|
58,025 | $20,824,011 | 1.26% |
| WMT |
Walmart Inc.
Consumer Defensive
|
157,970 | $19,632,510 | 1.18% |
Portfolio Trend
Holdings in KAI
Shares Held
Position Value (USD)
15 of 15 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,622,508 | 12,391 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,621,464 | 12,706 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,936,983 | 13,230 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,263,353 | 13,430 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,643,967 | 13,784 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,984,415 | 14,448 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $5,176,132 | 15,314 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,587,080 | 15,614 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,313,907 | 16,196 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,610,819 | 16,449 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,624,814 | 16,071 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,396,353 | 15,292 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,779,363 | 13,329 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,216,822 | 12,480 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,029,718 | 6,173 | Shares | Sole | 2022-10-28 | |
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